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Credit Suisse’s Evolution Petroleum EPM Stock Holding History

Credit Suisse’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-26,896
Closed -$153K – 4543
2021
Q3 		$153K Sell
26,896
-11,870
-31% -$53K ﹤0.01% 4281
2021
Q2 		$193K Buy
+38,766
New +$152K ﹤0.01% 4290
2017
Q4 		– Sell
-16,463
Closed -$119K – 4037
2017
Q3 		$119K Buy
+16,463
New +$125K ﹤0.01% 4062
2016
Q3 		– Sell
-12,051
Closed -$65K – 4123
2016
Q2 		$65K Buy
+12,051
New +$65K ﹤0.01% 4124
2015
Q4 		– Sell
-10,205
Closed -$57K – 4247
2015
Q3 		$57K Buy
+10,205
New +$56.5K ﹤0.01% 4165
2015
Q1 		– Sell
-11,975
Closed -$89K – 4406
2014
Q4 		$89K Sell
11,975
-18,802
-61% -$158K ﹤0.01% 4454
2014
Q3 		$282K Buy
30,777
+10,702
+53% +$111K ﹤0.01% 3962
2014
Q2 		$220K Buy
20,075
+4,951
+33% +$56.8K ﹤0.01% 4293
2014
Q1 		$192K Sell
15,124
-8,368
-36% -$107K ﹤0.01% 4366
2013
Q4 		$290K Buy
+23,492
New +$283K ﹤0.01% 4100

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.2B AUM 25.24% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Credit Suisse's EPM Position: Q4 2021 in Review

Credit Suisse sold out of Evolution Petroleum (EPM) in Q4 2021, closing a stake of 26,896 shares — an estimated $153K sold.

Credit Suisse first reported a position in EPM in Q4 2013 and held it in 10 quarters. The position peaked at $290K in Q4 2013. 75 funds tracked by Wall St. Rank hold EPM as of Q4 2021.

  • Credit Suisse reported no remaining Evolution Petroleum position as of Q4 2021 after selling out during the quarter.
  • Credit Suisse sold 26,896 Evolution Petroleum shares in Q4 2021, an estimated $153K.
  • Credit Suisse first reported a position in Evolution Petroleum in Q4 2013 and held it in 10 quarters.
  • Credit Suisse's Evolution Petroleum position peaked at $290K in Q4 2013.
  • 75 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2021.

Based on Credit Suisse's 13F filing for Q4 2021, filed 14 Feb 2022.